Wealthwise Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthWise Asset Management works with individuals and families—including corporate executives, business owners, and trustees—providing non‑discretionary investment advice, financial planning, retirement planning, and portfolio construction. The firm also offers free educational seminars and workshops on topics such as debt reduction and saving for retirement.
The firm designs personalized asset allocations and retirement asset‑withdrawal programs using capital‑market research and third‑party financial‑planning software, typically recommending implementation via mutual funds, ETFs, or individual securities. Services are provided on a fee‑only, flat hourly basis rather than by charging a percentage of assets under management, and the adviser does not execute trades or custody client assets.
The principal is a licensed California real estate broker and an active small‑business owner, and the firm provides general real estate and small‑business financial advice while declining to act as a broker or business consultant. WealthWise is newly formed and currently reports no clients, a factor prospective clients may consider when evaluating the firm’s capacity and experience.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$150/hour, billed in 15-minute minimum increments
Fee-only: $150/hour, billed in 15-minute increments
Main office
Chino Hills CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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